You will get AI Automation Strategy Session: What to Build, What to Skip
Project details
Most businesses know AI could save them time. Few know exactly where, what it's worth, or what to build first. This session answers that with a ranked, dollar-quantified plan, not a sales pitch.
What you get
→ A structured intake, then a focused 90-minute working session
→ Every process scored on one consistent model for automation value
→ A written report ranking each opportunity by the annual value at stake
→ A clear verdict on each: automate, hold, or keep manual
Why it's different
→ Findings come from a scoring model, not opinion
→ What to keep human is named as deliberately as what to build
→ Every figure is labeled, sourced, and conservative by default
→ The report stands on its own, whoever executes it
Choose your depth
→ Starter: the ranked Opportunity Map. Know exactly where the value is.
→ Standard: adds a 30-day build roadmap and recommended stack, plus a follow-up call.
→ Advanced: adds full technical architecture a builder can execute from, plus a follow-up call.
You leave knowing what to automate, what it's worth, and what to do next. Book the session and bring your biggest bottleneck.
What you get
→ A structured intake, then a focused 90-minute working session
→ Every process scored on one consistent model for automation value
→ A written report ranking each opportunity by the annual value at stake
→ A clear verdict on each: automate, hold, or keep manual
Why it's different
→ Findings come from a scoring model, not opinion
→ What to keep human is named as deliberately as what to build
→ Every figure is labeled, sourced, and conservative by default
→ The report stands on its own, whoever executes it
Choose your depth
→ Starter: the ranked Opportunity Map. Know exactly where the value is.
→ Standard: adds a 30-day build roadmap and recommended stack, plus a follow-up call.
→ Advanced: adds full technical architecture a builder can execute from, plus a follow-up call.
You leave knowing what to automate, what it's worth, and what to do next. Book the session and bring your biggest bottleneck.
AI Development Type
Knowledge Representation, Recommendation SystemWhat's included
| Service Tiers |
Starter
$997
|
Standard
$2,497
|
Advanced
$4,997
|
|---|---|---|---|
| Delivery Time | 14 days | 21 days | 30 days |
AI Model Integration | - | - | - |
Detailed Code Comments | - | - | - |
Knowledge Graph | - | - | - |
Model Documentation | - | - | - |
Ontology | - | - | - |
Source Code | - | - | - |
Taxonomy | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Stakeholder Session
(+ 7 Days)
+$497
Compliance Constraint Review
(+ 7 Days)
+$997Frequently asked questions
About Gabriel
AI Agent & n8n Workflow Architect for Finance & Healthcare
Longwood, United States - 3:28 pm local time
Unlike most "automation" offers, I do not park your business on platforms I control or lock you into my subscriptions. Every workflow, every agent, and every integration runs on your infrastructure, under your API keys, specified before it is built and verified before it is called done.
What I build
→ n8n enterprise workflow architecture with queue-mode, PostgreSQL, and Vault-backed credentials for production workloads
→ Multi-agent AI systems for lead routing, client communication, proposal generation, content pipelines, appointments, and reporting, orchestrated via n8n and powered by leading models
→ Financial advisor webinar funnels and client-acquisition systems for wealth management practices, built with your firm's marketing-compliance review in mind and documented so your reviewer can actually work from it
→ HIPAA-aware healthcare workflows for referral management, onboarding, and multi-channel follow-up
How I work
→ SPEC-first: we map your processes, constraints, and edge cases before any agent or workflow is built
→ Verified delivery: every milestone is tested by exercising actual behavior, not by confirming something exists, across functional tests, data integrity, and governance checks, with a clear pass, fail, or flagged verdict before it is called done
→ Build-to-own: infrastructure as code, clear runbooks, and training so your team can operate the system without me
The record behind that promise: co-founded a HIPAA-compliant AI referral platform (MedMatch Network, 19,900+ physicians), served 4+ years as Fractional COO at Abrahamsen Financial Group, a boutique wealth management, retirement, and legacy-planning practice (concluded March 2026), raised $1.6M in a single year-end campaign for The Nature Conservancy, and drove $30M+ in sustainable home sales at EcoSun Homes. Thirty years across six industries, two companies founded and exited. The same architecture patterns and governance principles behind those systems are what I bring to every Upwork engagement.
If you're ready for AI agents and automation that your compliance officer, COO, and engineering team can all live with, send me a short note describing your current stack and the one process you most want to stop doing manually.
Steps for completing your project
After purchasing the project, send requirements so Gabriel can start the project.
Delivery time starts when Gabriel receives requirements from you.
Gabriel works on your project following the steps below.
Revisions may occur after the delivery date.
Structured intake
You complete a short set of questions about your business, tools, workflows, and goals. This primes the session so we spend our time on analysis, not background. We schedule your session through Upwork at a time that suits you.
Your working session
One focused 90-minute working session. We map how your business runs, walk each process category by category, and score it for automation value. You hear my direct read on the strongest opportunities, backed by numbers, so priorities are clear.